§ 13F · FUND PROFILE
MIROVA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $707M (13F)Positions · 111Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 869K | $152M | 6.2% | +238% |
| 2 | MSFT | MICROSOFT CORP | 189K | $70M | 2.8% | +116% |
| 3 | CDNS | CADENCE DESIGN SYSTEM INC | 232K | $64M | 2.6% | +436% |
| 4 | NOW | SERVICENOW INC | 612K | $64M | 2.6% | +1473% |
| 5 | SNPS | SYNOPSYS INC | 152K | $60M | 2.4% | NEW |
| 6 | ECL | ECOLAB INC | 203K | $54M | 2.2% | +35% |
| 7 | AVGO | BROADCOM INC | 170K | $53M | 2.1% | +1236% |
| 8 | GOOGL | ALPHABET INC | 181K | $52M | 2.1% | NEW |
| 9 | CRWD | CROWDSTRIKE HLDGS INC | 118K | $46M | 1.9% | NEW |
| 10 | BSY | BENTLEY SYS INC | 1.26M | $44M | 1.8% | +336% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIROVA SIGNAL
AC read
MIROVA is a Other fund managing $707 million in assets. The fund runs a portfolio of 111 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed